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Livermore
Livermore
ZHEN

Paces Ferry Wealth Advisors, LLC

SEC CIK
0001819919
Latest filing
Aug 13, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Paces Ferry Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
2,180
Value
$234.3K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of UPS by Paces Ferry Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,180$234.3K0.1%+2,180NewHolders
Q1 20260$00.0%−3,083−100.0%Sold outHolders
Q4 20253,083$305.8K0.1%−571−15.6%ReducedHolders
Q3 20253,654$305.2K0.1%−521−12.5%ReducedHolders
Q2 20254,175$421.4K0.2%+19+0.5%AddedHolders
Q1 20254,156$457.1K0.2%+974+30.6%AddedHolders
Q4 20243,182$401.3K0.2%−832−20.7%ReducedHolders
Q3 20244,014$547.3K0.3%−300−7.0%ReducedHolders
Q2 20244,314$590.4K0.4%+563+15.0%AddedHolders
Q1 20243,751$557.5K0.4%−282−7.0%ReducedHolders
Q4 20234,033$634.1K0.4%−49−1.2%ReducedHolders
Q3 20234,082$636.3K0.5%−95−2.3%ReducedHolders
Q2 20234,177$748.7K0.6%−15−0.4%ReducedHolders
Q1 20234,192$813.2K0.7%−757−15.3%ReducedHolders
Q4 20224,949$860.3K0.8%−220−4.3%ReducedHolders
Q3 20225,169$835.0K0.9%−9−0.2%ReducedHolders
Q2 20225,178$945.0K0.9%−129−2.4%ReducedHolders
Q1 20225,307$1.14M0.9%−8−0.2%ReducedHolders
Q4 20215,315$1.14M0.8%−230−4.1%ReducedHolders
Q3 20215,545$1.01M0.8%+130+2.4%AddedHolders
Q2 20215,415$1.13M0.9%−19−0.3%ReducedHolders
Q1 20215,434$924.0K0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.